Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 409 shares of NTSX stock, worth $18,433. This represents 0.0% of its overall portfolio holdings.
Number of Shares
409
Previous 407
0.49%
Holding current value
$18,433
Previous $19,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding NTSX
# of Institutions
90Shares Held
15.7MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.08MShares$274 Million15.83% of portfolio
-
Cwm, LLC1.16MShares$52.4 Million0.23% of portfolio
-
Rational Advisors LLC Huntington, NY1.08MShares$48.7 Million5.72% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA905KShares$40.8 Million1.21% of portfolio
-
Wj Interests, LLC Sugar Land, TX824KShares$37.1 Million22.74% of portfolio